Original filing (PDF)20251014080701NAL0003389360001

HOLCOMBE FISHER FUNERAL HOME

Name: HOLCOMBE FISHER FUNERAL HOME — HOLCOMBE FISHER FUNERAL HOME MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: HOLCOMBE FISHER FUNERAL HOME

Form 5500-SF

FILING_RECEIVED

HOLCOMBE FISHER FUNERAL HOME MONEY PURCHASE PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLCOMBE FISHER FUNERAL HOME.

Plan sponsor

Name

HOLCOMBE FISHER FUNERAL HOME

EIN

22-3740605

Address

147 MAIN STREET · FLEMINGTON, NJ · 08822

Phone

(908) 782-4343

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

MUNDEN FUNERAL HOME AND CREMATORY, INC.

MUNDEN FUNERAL HOME AND CREMATORY, INC. 401(K) PLAN

$2.6M · 16 participants

WOODFIN FUNERAL CHAPEL, INC.

WOODFIN FUNERAL CHAPEL, INC. PROFIT SHARING TRUST

$2.7M · 16 participants

FARWELL FUNERAL SERVICE, INC.

FARWELL FUNERAL SERVICE, INC. PROFIT SHARING PLAN

$2.7M · 4 participants

DOUGHERTY FUNERAL HOME AND CREMATION SERVICES, INC.

DOUGHERTY FUNERAL HOME AND CREMATION SERVICES, INC. 401K PLAN

$2.6M · 8 participants